Portfolio Management Services (PMS)Compare Schemes
Buglerock - Growth Opportunities Portfolio vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Buglerock - Growth Opportunities Portfolio
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.07%
0.48%
6 Months
3.00%
0.17%
1 Year
7.37%
1.53%
3 Years
7.34%
6.30%
5 Years
—
7.16%
Since Inception
8.94%
16.58%
Fund Age
3 yrs 9 mo
6 yrs 6 mo
AUM
₹2.69 Cr
₹182.72 Cr
Alpha – 1 Year
2.65%
−3.19%
Alpha – 3 Years
−4.75%
−5.79%
Information Ratio – 3 Years
-0.75
-1.15
Volatility – 1 Year
19.15%
17.17%
Volatility – 3 Years
17.20%
15.94%
Beta – 1 Year
1.07
0.97
Beta – 3 Years
1.05
0.99
Sharpe Ratio – 1 Year
0.19
-0.13
Sharpe Ratio – 3 Years
0.19
0.13
Worst Rolling Year
6.80%
6.16%
Value at Worst Rolling Year
₹1.07 Cr
₹1.06 Cr
Deepest Drawdown
−26.30%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
9.65%
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
—
—
Number of Stocks
—
60
Portfolio P/E
—
19.43
Top 5 Holdings
Cash & Cash Equivalent · 8.00%
TVS Motor Company Ltd · 5.50%
Mahindra Holidays & Resorts India Ltd · 5.50%
Astral Ltd · 5.50%
Titan Company Ltd · 5.50%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%